SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.12B
AUM Growth
-$96.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,609
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$10.1M
3
+$8.54M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.33M
5
IAU icon
iShares Gold Trust
IAU
+$7.06M

Top Sells

1
+$25.1M
2
+$18.3M
3
+$12.9M
4
GWW icon
W.W. Grainger
GWW
+$7.48M
5
VB icon
Vanguard Small-Cap ETF
VB
+$6.69M

Sector Composition

1 Technology 14.8%
2 Financials 6.19%
3 Consumer Discretionary 5.29%
4 Healthcare 4.64%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$197K 0.01%
4,687
-84
827
$195K 0.01%
836
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$193K 0.01%
2,080
+1,605
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2,802
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$193K 0.01%
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831
$192K 0.01%
6,552
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832
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2,654
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833
$191K 0.01%
2,550
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$189K 0.01%
4,005
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835
$189K 0.01%
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836
$188K 0.01%
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837
$186K 0.01%
10,400
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838
$185K 0.01%
1,838
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839
$184K 0.01%
4,565
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840
$184K 0.01%
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841
$184K 0.01%
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842
$182K 0.01%
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843
$181K 0.01%
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844
$178K 0.01%
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845
$177K 0.01%
11,480
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846
$177K 0.01%
1,242
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847
$176K 0.01%
7,075
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848
$176K 0.01%
5,030
-25,470
849
$176K 0.01%
6,502
-498
850
$176K 0.01%
1,532
-41
32 33
34
35 36